Wanting to prepare a nice RTC demo I recalled that freddyk had built a interesting example of how to manipulate NAV data through Excel. So yesterday I sat down searched for the relevant blog posts and ... started reading:
At first glance I saw a lot of, probably very useful, code and background info, but at this point in time too much noise for what I wanted to reach. Just getting the darn thing working. Freddy, you indeed succeeded in getting me to read it all!
Following my GUT feeling I decided to crawl through the last post - i.e. Edit In Excel R2 – Part 2 (out of 2) – the final pieces - but I could not find a simple plug-and-play how-to and was not sure if just acting on these last 3 sections was enough. That's when I decided to also crawl through the rest. Well, it surely made sense to read it and get a better understanding of it all, but still no clear plug-and-play scenario at hand, eventually returning to where I started: these last 3 sections.
All [...] is captured in the NAVEditInExcelR2.msi – which is the output from the Edit In Excel Setup project. Running this .msi on a client will check pre-requisites, install the right DLL’s, register the COM and you should be good to go.
The Server Setup program actually just needs to place the Client Setup Program in a ClientSetup folder and the .fob (NAV Objects) in the ServerSetup folder;
There are no pre-requisites, no actions no nothing – just copy the files.
After Copying the files on the Server – you need to import the .fob, run the setup code unit and you should be good to go.
Note, that this requires ComponentHelper1.03 (which you can read about here and download here) to run.
The source for the entire thing can be downloaded here and the EditInExcel Demo msi can be downloaded here.
So I did set off and based on this created my own how-to. Here we go.
When selecting Actions > Edit in Excel the following errors may occur
Of course freddyk posts are the basis to this all, however here you can find a nice video demo.
Good question, David. Haven't been into 2013 lately, unfortunately. So can't say from experience. However, NAV 2013 has more on platform integration with Excel, like pasting data from Excel into NAV. But just search for something like "NAV 2013 paste from Excel". You'll find enough on thins.
Do you know if this same code functionality will work in NAV2013?
Thanks for your help.
I appreciate Freddies information BUT... agreed with Luc, "to much noice". REALLY.... a step by step on how to make it work ! ! ... almost unbelievable and it worked. Thank you Luc for a noice free installation of Edit in Excel R2.
The credits should go to Freddy :-)
Nevertheless, I don't see why you couldn't apply this to transaction tables. Haven't tried it (yet) however. My first thought is: be aware of the Template - Batch - Journal Line structure.